CT Responsible UK Equity Fund 2 IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -5.1 | 21.7 | -13.5 | 8.6 | 9.7 |
![]() | +/-Cat | -0.1 | 5.4 | -1.8 | 0.6 | -0.9 |
![]() | +/-B’mrk | - | - | - | 1.0 | -1.0 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 100.90 | |
Day Change | 0.96% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B8BKZY38 | |
Fund Size (Mil) 13/08/2024 | GBP 495.17 | |
Share Class Size (Mil) 13/08/2024 | GBP 41.93 | |
Max Initial Charge | - | |
Ongoing Charge 12/04/2024 | 0.85% |
Morningstar Research |
Analyst Report | 03/05/2024 Michael Born, Analyst Morningstar, Inc |
BMO Responsible UK Equity is a solid option for investors looking for exposure to a diversified portfolio of UK equities with a sustainable bias. Increased conviction in the manager and team, as well as a proven process that has a pragmatic... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: CT Responsible UK Equity Fund 2 Inc |
The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund invests only in assets which meet the Fund’s predefined responsible investment criteria. The Fund is actively managed and invests at least 80% in shares of UK companies. These are companies in any economic sector and of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Catherine Stanley 01/06/2009 | ||
Inception Date 13/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT Responsible UK Equity Fund 2 Inc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.51 |
![]() | ![]() | 4.26 |
![]() | ![]() | 3.22 |
![]() | ![]() | 3.00 |
![]() | ![]() | 2.89 |
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CT Responsible UK Equity Fund 2 Inc |